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Goldman Sachs BDC
GSBD

Overview Fund Activity

144 hedge funds and large institutions have $385M invested in Goldman Sachs BDC in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+35
Holders Change %
+32.11%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
50
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
Invesco
2
Invesco
Georgia
$15.6M
3
ACP
3
Arcus Capital Partners
Georgia
$5.04M
4
ZCA
4
Zeke Capital Advisors
Pennsylvania
$4.64M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$4.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$423K
3
RFA
3
Radnor Financial Advisors
Pennsylvania
$1.82M
4
MC
4
Muzinich & Co
New York
$4.12M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$219K 11,331 +9,106 +409%
CF
102
Centaurus Financial
California
$216K 11,158 +1,550 +16%
BRWA
103
B. Riley Wealth Advisors
Florida
$215K 11,106 +11,106 New
HIM
104
HawsGoodwin Investment Management
Tennessee
$209K 10,797 +10,797 New
FFA
105
First Foundation Advisors
California
$206K 10,659 +10,659 New
BAM
106
Belpointe Asset Management
Nevada
$200K 10,329 – –
SAM
107
Shikiar Asset Management
New York
$193K 10,000 +10,000 New
BC
108
Barnett & Company
Tennessee
$150K 7,750 -15,700 -67%
OIA
109
Optimum Investment Advisors
Illinois
$142K 7,360 -1,340 -15%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$135K 6,999 +3,999 +133%
CA
111
Crewe Advisors
Utah
$134K 6,917 +6,917 New
KFI
112
Key Financial Inc
Pennsylvania
$119K 6,148 +6,148 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$115K 5,966 +3,856 +183%
BC
114
Burleson & Co
California
$114K 5,901 +5,901 New
MF
115
Manchester Financial
California
$107K 5,554 -669 -11%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$107K 5,516 +5,516 New
HCM
117
Highlander Capital Management
New Jersey
$106K 5,500 – –
FIA
118
FNY Investment Advisers
New York
$97K 5,034 +1,123 +29%
SWM
119
Spire Wealth Management
Virginia
$85K 5,411 +5,411 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$81K 4,000 – –
TWA
121
TCI Wealth Advisors
Arizona
$76K 3,933 +3,933 New
BAM
122
Bellevue Asset Management
Washington
$69K 3,539 – –
FC
123
FORA Capital
Florida
$58K 3,002 – –
WWM
124
Wolff Wiese Magana
California
$57K 2,944 +2,944 New
LCM
125
Logan Capital Management
Pennsylvania
$48K 2,500 +2,500 New
3 4
5
6 7